By Matt Starkey After you retire, you might decide to stay in your current home, move to a smaller place, or relocate to be closer to your children. Many opt for a warmer climate—or for someplace colder. You may settle in another state, or even another country. There are so many possibilities it can seem …

By Stewart Koesten I’ve learned quite a bit about various heating and cooling systems (HVAC) recently. The financial advantages, that is the cost of various systems compared to the benefits (tax credits and utilities savings) derived from these more expensive alternative systems is questionable. Here’s what I found: We looked at the builder’s standard HVAC …

By Lucas Bucl With a sluggish economy and a tight job market, more kids than ever are moving back in with Mom and Dad. The intent is most often to help the young adult get on their feet, find a job, or save money so they can launch successfully. A recent Pew Research Center survey …

By Jamie Bosse The average person is liable to spend up to one-third (i.e. 30+ years) of their life in retirement. The sooner you start planning for it, the better off you will be! Many companies offer full-time employees the opportunity to save for their retirement in a 401(k) plan and most offer some sort …

By Matt Starkey Ask yourself this question and answer honestly, “Are you mismanaging your money?” If your spending continues to outpace your earnings, the answer may be “yes.” At KHC, we help our clients identify their goals, create a plan to achieve those goals and then put that plan into action. Bad money habits can …

By Joni Lindquist If you are looking to change jobs or are transitioning to a new job, keep these four rules in mind to avoid stay on track with your goals. Rule #1: Understand the “Total Package” Know the impact on pension benefits, salary, bonuses, equity, health, life and disability insurance this job change will …

By Matt Starkey Shifting taxable income to other family members, usually children or grandchildren, who are in lower tax brackets is generally considered a time-tested tax planning strategy as it may reduce overall taxes for your family. But this could be especially valuable now. Due to the American Taxpayer Relief Act (ATRA), a top tax …

By Joni Lindquist I saw an article in the Yale News detailing research showing that stress actually causes the brain to shrink! We’ve often been warned about the damaging effects that stress can have on our physical condition. We now know that stress effects both the mental and physical aspects of the brain. “Experiencing stressful …

By Stewart Koesten In my Chinese fortune cookie the other day, the message was: “Don’t overspend during these times.” It occurred to me that this advice withstands the test of time. That’s true no matter if the economy is in a recession or in an upturn. The emphasis is on “OVER”spend. It’s fine to spend …

By Matt Starkey According to the Census Bureau, more than 50% of the divorced males in the U.S. over age 50 and more than 40% of the divorced females in the same age bracket end up remarrying. We know there’s more to creating a union late in life than just blending families. If you’re tying …

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At KHC Wealth Management, we seek to help business leaders achieve their life goals.Through all stages of your life, we strive to help you with three things:
* Clarify Goals
* Create an action plan
* Take action to make life count!
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